Who we are

Close Wealth Management Limited was established almost 40 years ago to provide solutions to the financial needs of private investors and employees from some of Britain's biggest organisations.

We operate nationally to provide financial education in the workplace to over 250 of the largest companies in the UK, running over 800 events per year.

With funds under management of £1.4 billion, our advice is based around the principles of investment to build portfolios of cash, bonds and equities for clients. The ongoing service we provide ensures that we endeavour to always meet the needs of our clients in light of changing personal and economic circumstances.

We are part of the Close Brothers Group plc which was founded in 1878, one of the largest 200 companies by market capitalisation on the London Stock Exchange.

Long standing, close relationships with our clients and employer partners is our most important brand value and is at the heart of our success and how we operate our business. So you can put a face to a name and find out more about who we are, we introduce some of the people that make our business work.